Evalketing Client Discovery Form Evalketing Client Discovery FormHelp us understand your business, goals, audience, marketing history and project requirements so we can recommend the right growth plan.Security notice: Do not submit passwords, authentication codes, payment details or private customer data. Platform access will be requested later through secure business invitations. 1. Contact and qualification Client type *Choose oneBrandAgencyFounderOrganizationOther Company name * Brand name * Your full name * Job title or role * Business email * Phone or WhatsApp * Country and city * Preferred communication channel *Choose oneEmailWhatsAppPhone callGoogle MeetOther Website or store URL Social-media links Why are you contacting Evalketing now? * Main service needed *Choose oneStrategy and marketing planSocial-media managementContent productionPaid advertisingLanding pageWebsiteTracking and analyticsSeveral servicesNot sure yet Additional services needed Final decision-maker * Expected decision date 2. Agency information What is your agency’s role in this project? * End-client company or brand * End-client website What should Evalketing handle? Who communicates with Evalketing?Agency teamEnd clientBoth agency and end clientNot decided Will Evalketing be visible to the end client?Visible and co-brandedWhite-labelVisible only to agencyNot decided Confidentiality, white-label, or non-solicitation requirements 3. Business and brand Describe your business * Products or services * Priority product, service, or offer * Price or price range * Average order value, if known Business stage *Choose onePre-launchNew launchEarly growthEstablishedRelaunchExpansionNeeds recovery Markets served * How do customers buy from you? * Why do customers choose you? * What makes you different? * Proof points Brand personality and tone * Brand guidelines available?YesPartialNoNot sure Named competitors Legal or platform restrictions Approved marketing claims Claims or topics to avoid 4. Target audience and market Primary market *Expansion markets Required languages *Audience age range * Gender relevance *Not relevantMostly womenMostly menMixedOtherPurchasing power Audience location * Audience lifestyle, work, or life stage * Customer segmentsPriority segment * Buyer/user differenceBusiness model *B2CB2BB2B2COther Customer pain points *Customer desires *Customer objections *Purchase triggers Audience awareness *UnawareProblem-awareSolution-awareProduct-awareReady to buyCustomer or remarketing data 5. Goals and measurement Primary objective *SalesAwarenessBoth sales and awarenessLeadsTrafficLaunch validationRetention or repeat purchaseOtherPrimary conversion action *Online purchaseWhatsApp messageInstagram direct messageLead form submissionPhone callBookingApp installPhysical-store visitEmail signupOther Secondary objectivesDesired business outcome *Sales/revenue/lead targetTarget CPA or CPLTarget ROAS or revenue benchmarkMeasurement owner *How would you define successful awareness?What would make this project successful? *What would make this project unsuccessful? 6. Previous marketing and advertising Advertised before? *YesNoNot surePrevious advertising spend *Spend periodMonthlyPer campaignOne-timeNot sureSpend currency *Previous advertising platformsPrevious campaignsBest-performing activityWorst-performing activityPrevious targetingContent formats testedPrevious hooks, messages, offers, and CTAsPrevious agencies or freelancersWhat worked or failed?Rejected, restricted, or paused ads 7. Insights, access, platforms, and assets Meta access status *Available nowCan be shared after agreementNeeds setupNot availableNot sureTikTok access statusAvailable nowCan be shared after agreementNeeds setupNot availableNot applicableWebsite/e-commerce access *Available nowCan be shared after agreementNeeds setupNot availableNot applicableAnalytics accessAvailable nowCan be shared after agreementNeeds setupNot availableNot applicableMeta Pixel/tracking statusWorkingNeeds reviewNeeds setupNot availableNot sureConversions API statusWorkingNeeds reviewNeeds setupNot availableNot sureReports or exports availableWho grants access? *Intended access method *Active platforms and handles *Expected Evalketing role per platform * Existing assets and upload linksAsset ownership and usage rights *Product or production accessPreferred visual styleVisual styles to avoidRequired formats and languages *Upload available files 8. Scope, budget, timeline, and approvals Requested scope and deliverables *Posts per monthVideos per monthStories per monthAd variations per monthService budget range *Advertising spend budget *Production/creator budgetWebsite/landing-page budgetBudget currency *Budget period *MonthlyPer campaignOne-timeNot decidedBudget approved? *YesPartiallyNoNot decidedPayment expectations and constraintsDesired start date *Launch deadline *Important launches, promotions, seasons, or eventsStrategy approver *Creative approver *Media approver *Approval turnaround *Within 24 hours24–48 hours3–5 daysMore than 5 daysNot sureLegal/compliance review? *NoYesNot sureProject-management tool *NotionEmailWhatsAppGoogle DriveOtherReporting frequency *Every two daysWeeklyMonthlyOtherAnything else we should know? 9. Confirmation I confirm the information is accurate to the best of my knowledge. * I have not submitted passwords, authentication codes, payment details, or private customer data. * I agree that Evalketing may use this information to prepare a proposal and marketing analysis. *Preferred next step *Discovery callReceive proposalReceive auditDiscuss a production packageSubmit inquiry
